An opportunity has arisen for an experienced IFA Administrator in their Essex based office, to join a professional and highly successful IFA practice. The role will involve providing support by way of client liaison over the telephone, obtaining quotes and valuations, processing business in relation to predominantly pensions, investments, IHT planning and cash flow modeling, and dealing with some HNW clients. A competitive salary will be of...
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Date: Yesterday
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Bristol, Avon
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£22,000 - £28,000 per annum
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0 applications
Position: Compliance Executive (3-6months with the potential of going permanent) Location: Bristol Salary: £22,000 - £28,000 dependent on experience This is a superb opportunity to join a fast growing Financial Planning Company in the South West, assisting their compliance Director in the area of Risk Management. You will be operating in a busy sales environment providing compliance support for the company an...
We are currently recruiting for a firm of fee-based Chartered Financial Planners who are able to offer the right candidate an established HNW client bank to service. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office referrals within group to ensure that all financial planning opportunities ...
Ref: 1462 Paraplanner Essex to c. £30,000 + Bens + Bonus Opportunity: Sales Support / paraplanner role offering exam support and progression. Environment: A fee based financial planning team attached to an accountancy practice. Responsibilities: Client related administration, review work, reporting and implementation including preparing client files, producing financial and investment p...
Position: Employed IFA Location: Newcastle Salary: Up to £40k+ benefits + bonuses Here lies an opportunity with a well respected IFA organisation that prides itself on providing holistic bespoke to its clients. Our client, an established independent provider of a wide range of products and services, specialise in High net worth financial planning advice to both individual and...
Job Title: Paraplanner / Sales Support Reports To: Director/Consultants Our Client a chartered Accountants and Financial Advisors based in Liverpool require a Paraplanner/Sales Support Administrator E ssential Job Functions: Preparing technical details for the consultant’s client meetings. Obtaining quotations from product providers Providing full research and analysis of p...
Financial Planning Analyst Salary: £25,000 plus excellent benefits Location: Welwyn Garden City A fantastic opportunity has arisen with a massively expanding payments provider in Welwyn Garden City, for a Financial Planning Analyst to join the Finance Team. The successful Financial Planning Analyst will poses outstanding Microsoft Excel skills, and be able to analyse high volumes of data. From this data, you will pr...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Wealth Management, and Independent Financial Planning Advisory Group based in their Gerrards Cross office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the prepar...
A leading Accountancy and Business Advisory firm employing over 3,000 people throughout the UK are now seeking an experienced Financial Planning Consultant to join their Midlands team and to provide an advice led Financial Planning service to existing HNW clients of the firm and non clients. You will deliver agreed new business objectives and contribute to the growth of the region as part of an integrated service via an Accountancy IFA. The...
Basic approx £65,000 + £5k Car allowance This role is for expereinced Diploma qualified Corporate Financial Adviser. Purpose of role Working within the Corporate Financial Planning pillar, these individuals are known as Corporate Wealth Advisors (CWAs). The CWA role will be to deliver effective and compliant client solutions through an advice and service based approach to corporate customers. Working colla...
Basic approx £65,000 + £5k Car allowance This role is for expereinced Diploma qualified Corporate Financial Adviser. Purpose of role Working within the Corporate Financial Planning pillar, these individuals are known as Corporate Wealth Advisors (CWAs). The CWA role will be to deliver effective and compliant client solutions through an advice and service based approach to corporate customers. Working colla...
An immediate opportunity has arisen for an experienced Financial Planning Manager to join our client, an international Telecommunications company. This is a temporary opportunity, while the role is being recruited on a permanent basis and so it needs someone who is able to be impactive immediately. As the Financial Planning Manager you will be business partnering with the commercial team – enabling them to better understand the impac...
JAGGER TALENT brief: Job Purpose: To provide an all round financial planning service to clients 45K to 65K based on Revenue Targets / Experience and Qualifications The ideal candidate must be Chartered with experience of working as an IFA. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensur...
956 jobs matching this search were posted in the last week
JAGGER TALENT brief: Job Purpose: To provide an all round financial planning service to clients 45K to 65K based on Revenue Targets / Experience and Qualifications The ideal candidate must be Chartered with experience of working as an IFA. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank e...
Key Responsibilities: Prepare and maintain client files Collect quantitative detailed information required to compile a Financial Plan. Ensure that all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with Planner Identify and obtain the information necessary to compile financial cash flow forecast Compile net worth statement...
Talent2 are currently seeking an Administrator / Secretary to work for a Financial Services organisation based in the city. The role is temporary to permanent, paying £28,000 plus benefits. You will be responsible for supporting the financial planning team and report directly into a senior. Minute taking and audio typing are a large part of the role and therefore an assessment on your skills will be required at interview. ...
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Date: 15 May
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Colchester, Essex
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£28,000 - £33,000 per annum, negotiable
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9 applications
Job Title: Paraplanner Reports To: Director/Consultants Our Client a chartered Accountants and Financial Advisors based in Colchester require a Paraplanner E ssential Job Functions: Preparing technical details for the consultant’s client meetings. Obtaining quotations from product providers Providing full research and analysis of products Report writing, including s...
Reporting to , it is a senior position, responsible for developing the paraplanning function within the firm as a Centre of Excellence , reflecting the standard and quality of client reports and advice, and helping to drive the company forward 1 Construction of the necessary templates, both in Word and Excel, to ensure standardisation across the fi...
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Date: 2 days ago
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Warwick, Warwickshire
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£18,000 - £20,000 per annum, negotiable, inc benefits
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3 applications
Our client, a highly professional financial planning practice, requires an experience financial planning administrator to work in within their thriving Warwickshire offices. You will ideally have at least 5 years financial services experience working in a similar IFA support role. Full FPC qualifications are desired. You will be tasked with all aspects of financial planning administration; client relationship management and database ...
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Date: 2 days ago
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Warwick, Warwickshire
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£18,000 - £20,000 per annum, negotiable, inc benefits
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1 application
Our client, a highly professional financial planning practice, requires an experience financial planning administrator to work in within their thriving Warwickshire offices. You will ideally have at least 5 years financial services experience working in a similar IFA support role. Full FPC qualifications are desired. You will be tasked with all aspects of financial planning administration; client relationship management and database ...
Financial Planning and Analysis Manager - £45,000-£55,000 + Car Allowance + Bens - Wakefield A Financial Planning and Analysis Manager is required for my Wakefield based PLC client. Reporting to the Financial Director, this role will see you take financial responsibility for both the Commercial and Operational aspects of the business. You will have exposure to the wider group and be expected to make a significan...
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Date: 2 days ago
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Qatar,
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QAR40,000 - QAR50,000 per annum
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61 applications
Organisation Description A major Qatari Financial Institution are currently seeking an experienced Head of Management Reporting, Planning and Analysis. The ideal candidate will have gained the majority of their experience with a European or US Bank. Job Description Responsibilities: Coordinate and manage the budget, planning and analysis process. ...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Birmingham. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Cambridge. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients ...
Our client is a well known Wealth Management business with offices throughout the UK. We have recently been retained to recruit a Financial Planning Assistant to join their leading Financial Planning division based in Bracknell. This role will sit alongside the Paraplanner's and you will be required to provide support to a team of leading Financial Planners. Daily duties will include; supporting a team of IFA's, liaising with clients ...
